The problem
Marshall Peters works in a document-heavy, time-critical insolvency environment. Case teams were handling large volumes of scanned documents, payment records and financial evidence by hand, which made tracing transactions and producing reports slow.
Our solution
We added AI-supported document processing and reporting on top of the CRM and case-management systems Marshall Peters already ran. Key details are extracted and linked back to the right case, so teams trace payments and produce analysis without manual searching.
Results
- Around 70% less time spent reviewing documents
- Payment traceability in minutes rather than hours
- Faster, more consistent reporting
Client feedback
“North Stack has transformed the speed at which we can work. What previously took hours of manual review can now be completed in minutes, with far greater confidence in the data.”
Josh Peacock,Marshall Peters
The project at a glance
- AI-supported document processing
- Payment and record traceability
- Faster, more consistent reporting
- Built on the existing CRM, no replacement
